A hit potentially worse than Google. The loss of arm will take a long time to impact Huawei but if it ever takes effect, it is likely to have the...
Any alternative to Google is an exercise in futility. Whatever alternative Huawei comes up with for Google’s digital ecosystem is extremely unlikely to be able to prevent an almost complete...
Tesla has further to fall. Tesla looks to be in real difficulty as a chronic inability to make money combined with a business transition that is going to take many...
Sony takes a rare dive. Microsoft and Sony are working more closely together in a rare admission of failure from Sony that its cloud gaming and AI are simply not...
The USA does Samsung a massive favour. The importance of the digital ecosystem is laid bare as the loss of the Google ecosystem is very likely to cost Huawei all...
Sirius XM capitalises on OEM lethargy. Sirius XM is launching a series of services for its customers which are exactly the sorts of services the OEMs should have launched years...
Samsung cannot fix the Fold’s biggest flaw. The one saving grace from the whole Galaxy Fold mess is that the biggest problem with this device category is going to hurt...
Pixel 3a may be a herald of woe. Google’s Pixel 3a is the first real test as to whether or not the smartphone has entered the realm of good enough...
The public market takes no prisoners. Uber’s IPO turned from a celebration into a wake as the public market refused to support a valuation that does not reflect the harsh...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Uber Q1 19 – Slave to the market.
Uber now has to bow to the stock market. Uber’s maiden set of results demonstrated exactly the problem associated with listing immature companies on the public market in that its...